MASH FINANCIAL PLANNING
Jacksonville, FL
AUM
$13.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
904-449-7600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
INDEX PORTFOLIO ADVISORS, LLC
Stuart, FL
AUM
$13.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
772-220-1100
REVISION WEALTH MANAGEMENT LLC
Gainesville, FL
AUM
$13.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-564-8464
LADIN FINANCIAL GROUP, INC.
Coral Gables, FL
AUM
$13.0M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-444-4898
JLP INVESTMENTS
Jacksonville, FL
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
904-634-7780
LEFILS WEALTH MANAGEMENT LLC
Orange City, FL
AUM
$12.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
386-775-6989
369 FINANCIAL LLC
Jacksonville, FL
AUM
$12.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
9047469485
DOLPHIN FINANCIAL GROUP
Clearwater, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
888-508-5935
INTEGRITY ADVISORS
St.. Petersburg, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
352-650-4504
SAGE WEALTH CONSULTING, LLC
Sarasota, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-500-3660
FREEDOM FINANCIAL MANAGEMENT, INC
Saint Cloud, FL
AUM
$11.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
3212463996
LIVINGSTON FINANCIAL PLANNING, INC.
Santa Rosa Beach, FL
AUM
$11.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
850-267-1068
PARKER FINANCIAL PLANNING, LLC.
Bradenton, FL
AUM
$11.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Subscription fees +1 more
(941) 564-6141
CAMPBELL & ASSOCIATES
Winter Haven, FL
AUM
$11.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
863-299-1238
RETIREMENT CAPITAL ADVISORS
West Palm Beach, FL
AUM
$11.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-784-7910
HAMMOND ASSET MANAGEMENT LLC
Sarasota, FL
AUM
$10.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-284-4168
DG WEALTH
Venice, FL
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
941-584-3320
BAYSHORE FINANCIAL SOLUTIONS, LLC
St.. Petersburg, FL
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
813-569-9222
GENESIS WEALTH PLANNING, LLC
Bonita Springs, FL
AUM
$10.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(239) 201-2640
WIGGIN FINANCIAL SERVICES
Fort Lauderdale, FL
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(954) 390-6191
ALLEGIANT FINANCIAL ADVISORS, LLC
Miami Beach, FL
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-672-1222 / 866-672-1222
VESTWYZE, LLC
Orlando, FL
AUM
$9.3M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
407-537-9427
AUM
$9.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
813-837-7000
CHARTER ADVISORY SERVICES, LLC
Daytona Beach, FL
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
239-244-8644